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In the Recent Activity and Sales Rep Homepages, the Account Requests column has been renamed to "Requests" and will display both account requests and cancellation requests. Pathway: Recent Activity and Sales Rep Homepages ...
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To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
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Last Updated: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
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Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...
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Last Updated: 07/02/2024
in Setup Home Operations Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that i...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an in...
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In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are c...
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Pathway: Accounts > Search > Accounts (AR History) Permissions The following permissions are required to access an account and void, refund or apply a chargeback to a payment: Permission ID Permission Name 5 Vi...
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Last Updated: 07/01/2024
in Customer Portal Home
Pathway: Customer Portal > Reports/Documents The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibili...
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Pathway: Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices. Make A Payment D...